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Technology Stocks : QUANTUM
QNTM 9.380-4.7%Dec 12 9:30 AM EST
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To: Sam who wrote (7588)3/23/1998 4:16:00 AM
From: Z Analyzer   of 9124
 
<<And how serious is the inventory problem, if there is indeed one? All
of this is still speculative at this point, for us anyway. >>
Sam, I would guess lingering but not too serious if revenues are near flat. One reason Jabil would see weakness from Quantum in the quarters ahead is that Quantum supposedly will have second source of DLT with launch of DLT 7000 plus which is due out this year. This assumes the plus counts as Quantum's next product which seems like a reasonable speculation.
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